Your Financial Life. Handled.
Investment Management | Wealth Planning | Personal CFO Services
Our Clients
Individuals and families seeking a personalized high-touch advisory group that offers
comprehensive solutions for your financial needs
How We Help
A boutique fiduciary advisory firm with deep experience to handle all of your financial needs
Bishop Capital Advisors LLC is an independent Registered Investment Advisor (RIA) providing investment management, wealth planning, and Personal CFO services for individuals and families.
Independent
Transparent
Proactive
Integrative
Wealth Management Services
Simplifying the complex with innovative solutions
Investment Management
Strategic. Proactive. Deliberate. Tax-aware. These are the four tenants of our investment philosophy. By taking a tactical approach and utilizing both passive and active strategies, we can proactively prepare for inevitable changes in the market and your life - protecting your financial future.
Wealth Planning
With a strong emphasis on tax management, we provide clients with strategic wealth planning solutions. Whether you’re planning for retirement, the sale of a business, funding your child’s education, or structuring your estate, we will guide you every step of the way.
Personal CFO Services
Rather than working in a silo, we take an integrative approach, advising on your entire estate. Our philosophy is that a coordinated effort between our clients’ professional advisors is required to reach optimal outcomes. Your wealth management strategy needs to be cohesive, as critical considerations such as taxes are interwoven across multiple disciplines.